Aviso Financial’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.07M Buy
24,213
+573
+2% +$167K 0.32% 46
2025
Q1
$7.38M Buy
23,640
+676
+3% +$211K 0.36% 40
2024
Q4
$6.66M Sell
22,964
-1,718
-7% -$498K 0.34% 45
2024
Q3
$7.52M Buy
24,682
+3,790
+18% +$1.15M 0.37% 39
2024
Q2
$5.29M Buy
+20,892
New +$5.29M 0.29% 49